iMerge Advisors

APRIL 9, 2025

Whether you're a SaaS founder contemplating a strategic sale, a private equity firm seeking a bolt-on acquisition, or a CEO navigating unsolicited interest, choosing the right M&A advisor is a critical decision one that should be informed by more than just brand recognition.

M&A 40

M&A Boutique Valuation Mergers and Acquisitions 40

iMerge Advisors

APRIL 15, 2025

CCPA/CPRA Compliance For California users, documentation around consumer rights, opt-out mechanisms, and data sale disclosures is essential. Preparing for Exit: A Strategic Approach For founders considering a sale in the next 1224 months, now is the time to invest in compliance infrastructure.

Securities 40

Securities M&A Valuation Risk Assessment 40

iMerge Advisors

APRIL 14, 2025

For many founders, the sale of a company is the culmination of yearssometimes decadesof work. Final Tax Filings and Capital Gains Reporting One of the most immediate post-sale obligations is reporting the transaction to the IRS and your state tax authority. Be sure to consult a tax advisor familiar with your jurisdiction.

Sale 40

Sale M&A Mergers and Acquisitions Capital 40

iMerge Advisors

APRIL 9, 2025

A Strategic Guide for Founders and CEOs For software founders contemplating a sale, the first and most pressing question is often: What is my software company worth? The real value is unlocked through a well-run M&A process, strategic positioning, and expert negotiation. Summary of: What Is My Software Company Worth?

Sale 40

Sale Valuation M&A Discounted Cash Flow 40

iMerge Advisors

APRIL 14, 2025

What You Might Be Overlooking Before a Sale As a founder preparing for a potential exit, one of the most common and consequential questions youll face is: Do we need audited financials or GAAP-compliant statements before going to market? What financial documentation might I be overlooking as we prepare for a sale?

Sale 40

Sale M&A Valuation Private Equity 40

iMerge Advisors

APRIL 11, 2025

Typical Timeline: 6 to 12 Months from Start to Close On average, the sale of a software company takes 6 to 12 months from initial preparation to final closing. Negotiation & LOI (12 months): Term sheet discussions, exclusivity, and selection of the lead buyer.

IT 40

IT M&A Valuation Advisory 40

iMerge Advisors

APRIL 16, 2025

As we noted in Top 10 Items to Prepare When Selling Your Website , the earlier you begin preparing your documentation, the smoother the diligence process will beand the more leverage youll retain in negotiations. As we explain in How Do I Ensure Confidentiality During the Sale Process? ,

Business 40

Business M&A Valuation Negotiation 40

iMerge Advisors

APRIL 19, 2025

Whether you're fielding inbound interest or proactively exploring a sale, this guide outlines the key considerations, valuation dynamics, and strategic steps to position your tech startup for a successful exit in the $3M$50M range. Understanding these dynamics is essential to tailoring your positioning and negotiating leverage.

Valuation 40

Valuation M&A Middle Market Private Equity 40

iMerge Advisors

APRIL 8, 2025

This guide walks you through the full lifecycle of a software company sale, from pre-market preparation to post-closing transition. Do you want to stay on post-sale or transition out quickly? Prepare the Business for Sale Preparation is where value is either created or lost. Are you seeking a full exit or partial liquidity?

Valuation 40

Valuation M&A Sale Negotiation 40

iMerge Advisors

APRIL 16, 2025

But when it comes time to raise capital, negotiate a strategic partnership, or prepare for an exit, the question becomes: how do you actually value your software companys IP? These structures require careful negotiation and alignment of incentives. For more, see How Do I Handle Earn-Outs in the Sale of My Software Business?

Valuation 40

Valuation M&A Engineering Negotiation 40

iMerge Advisors

APRIL 14, 2025

Core Components of a Closing Binder Though the exact contents may vary depending on deal structure (asset vs. stock sale), jurisdiction, and industry, most closing binders for startup acquisitions include the following categories: 1. key customers or licensors) Waivers of rights of first refusal, co-sale rights, or drag-along provisions 3.

Acquisitions 40

Acquisitions Mergers and Acquisitions M&A Sale 40

iMerge Advisors

APRIL 15, 2025

Beyond the standard due diligence and contract negotiations, certain transactionsespecially those involving foreign buyers, sensitive technologies, or market concentrationcan trigger government reviews that delay or even derail a deal. As we discussed in How Do I Handle Customer Contracts During the Sale of My Software Business?

M&A 40

M&A Mergers and Acquisitions Advisory Acquisitions 40

iMerge Advisors

APRIL 8, 2025

This article outlines the key stages of a successful software company sale, with insights tailored to founders and executives navigating the M&A landscape. Prepare the Business for Sale Preparation is where value is either created or lost.

M&A 40

M&A Valuation Private Equity Negotiation 40

Sica Fletcher

OCTOBER 16, 2024

The tables below outline the multiples proper, while the sections that follow take a deeper look into factors affecting RIA valuations as well as market conditions moving into Q4 of 2024 and into 2025. HNW vs. Mass Affluent: Pros & Cons An RIA’s acquisition strategy can also affect their value in the eyes of a prospective buyer.

Valuation 52

Valuation Mergers and Acquisitions Insurance M&A 52

Focus Investment Banking

MARCH 28, 2024

Our Expectations in 2024 and 2025 Generally, many of the largest and most desirable ophthalmology practices have gone to market and been acquired. Waiting to Recapitalize We expect many PPM recapitalizations (the sale of a PPM company from one investor group to another) in 2025, assuming more clarity around interest rates arrives beforehand.

Private Equity 52

Private Equity Equities Valuation Acquisitions 52

iMerge Advisors

APRIL 19, 2025

This article explores the key considerations for SaaS founders contemplating a sale or capital raise, with a focus on how specialized M&A advisory can unlock value, mitigate risk, and drive successful outcomes. Customer Contracts: Review assignment clauses, renewal terms, and any change-of-control provisions that could impact a sale.

M&A 40

M&A Advisory Business Valuation 40

Sica Fletcher

JUNE 11, 2024

2023 saw a modest drop in insurance brokerage deal volume, from 1043 in 2022 to 957 in 2023, which experts predicted would remain static as the market regrouped to begin a slow growth into 2025. The important data consists of the following points: D eal volume dropped, but not as much as you think.

Broker 52

Broker Insurance Valuation S&P 52

iMerge Advisors

APRIL 14, 2025

Prematurely disclosing a potential transaction can create unnecessary turbulence especially in high-talent environments like SaaS, where key engineers or sales leaders may interpret the news as a signal to explore other opportunities. According to PwC , nearly 50% of announced M&A deals fail to close.

Acquisitions 40

Acquisitions Shares M&A Valuation 40

IBG

AUGUST 1, 2024

In most business sales, it’s natural for the seller to focus on the price as the defining measure of their company’s market value and their satisfaction with the sale. And there can be a tremendous difference in tax consequences and how you structure the sale.” This is a timely concern. million per person to just $6.2

Sale 52

Sale Business Negotiation M&A 52

Cleary M&A and Corporate Governance Watch

MARCH 29, 2023

However, we expect that there will be lots of negotiating over the fiscal 2024 budget, so one or more of these proposals may find their way into the final budget. Individual Tax Rate Increases Currently, the top marginal individual income tax rate is 37% until after December 31, 2025, when the top marginal tax rate will be increased to 39.6%.

Accountant 52

Accountant Medical Investment Funds 52

Lake Country Advisors

APRIL 4, 2025

In 2025, the landscape of business sales is evolving, with shifting buyer expectations, regulatory updates, and economic factors playing a significant role in how deals are structured. It is not as simple as listing a business for sale and waiting for offers.

Broker 52

Broker Business Negotiation Valuation 52

iMerge Advisors

APRIL 12, 2025

Summary of: How to Negotiate the Best Deal When Selling Your Software Company For many software founders, selling their company is the most consequential financial event of their lives. Negotiating the best deal requires more than a strong pitch deck or a high revenue multiple. But in M&A, value is multidimensional. For how long?

Negotiation 40

Negotiation M&A Valuation Private Equity 40

Lake Country Advisors

APRIL 9, 2025

In 2025, digital tools, artificial intelligence, and automation are making transactions faster, more efficient, and more secure. Sellers and buyers now expect data-driven insights, real-time valuations, and digital platforms that streamline business sales.

Broker 52

Broker Business Valuation Negotiation 52

Lake Country Advisors

MARCH 13, 2025

Cross-border M&A transactions are gaining momentum in 2025, fueled by global economic integration and emerging market opportunities. Licensing and Permits Sectors like healthcare and construction often require the seamless transfer or renewal of licenses to maintain business operations post-sale.

Broker 52

Broker M&A Business Negotiation 52

Cooley M&A

JANUARY 22, 2025

billion kicking off 2025 with a bang, will the pounds go back on in the new year? Below we take a look at drivers of these dynamics over the past year and offer our predictions for whats to come in 2025. By 2030, more than 190 commercial drugs will lose patent exclusivity , putting at risk $236 billion in Big Pharma sales.

M&A 64

M&A Mergers and Acquisitions Pharmaceutical Acquisitions 64

iMerge Advisors

APRIL 12, 2025

For many software founders, the sale of their business is the most significant financial event of their lives. But while valuation and deal terms often dominate early conversations, the tax implications of a sale can quietly erode a substantial portion of your proceeds or, with the right planning, preserve millions in after-tax value.

Business 40

Business Sale M&A Capital 40

iMerge Advisors

APRIL 13, 2025

This article explores how to identify, reduce, and communicate key person risk in the lead-up to a sale, with a focus on software and tech-enabled businesses. Sales are driven by the founders personal relationships or charisma. At iMerge, we often conduct a pre-sale operational audit to help founders surface these dependencies.

M&A 40

M&A Sale Valuation Advisory 40

iMerge Advisors

APRIL 13, 2025

For software founders and tech CEOs preparing for a sale, growth capital raise, or strategic acquisition, understanding the purpose and power of a QoE report can be the difference between a smooth transaction and a value-eroding negotiation. But what exactly is a QoE report? And more importantly, do you need one?

M&A 40

M&A Valuation Advisory Negotiation 40

iMerge Advisors

APRIL 13, 2025

third-party accounting review) As we noted in How Do I Handle Earn-Outs in the Sale of My Software Business? To mitigate this, fair earn-outs often include: Operating covenants requiring the buyer to run the business in the ordinary course Restrictions on reallocating key personnel or budgets Dispute resolution mechanisms (e.g.,

M&A 40

M&A Valuation Advisory Mergers and Acquisitions 40

iMerge Advisors

APRIL 9, 2025

But in practice, valuation is a nuanced negotiation part science, part art. Are you preparing for a sale, raising capital, issuing equity to employees, or planning estate transfers? Why Valuation Is More Than Just a Multiple Its tempting to think of valuation as a simple formula: revenue or EBITDA multiplied by a market multiple.

Valuation 40

Valuation M&A Discounted Cash Flow Advisory 40

Growth Business

JANUARY 28, 2025

By Anna Jordan on Growth Business - Your gateway to entrepreneurial success Reports this week (27 January 2025) reveal that 200 UK companies have signed up to a permanent four-day working week, where employees can work for one day less with no loss in pay. Another trial is currently underway, made up of 1,000 UK workers.

Business 52

Business IT Recruitment Government 52

iMerge Advisors

APRIL 14, 2025

Is the deal structured as an asset sale or a stock sale ? Reverse breakup fees: In rare cases, sellers may negotiate a fee if the buyer walks away without cause. These terms are often non-binding, but they set expectations and can influence negotiations later. submitting a draft purchase agreement).

M&A 40

M&A Negotiation Government Advisory 40

The TRADE

DECEMBER 31, 2024

Bruno Lettich, global head of rates trading, Standard Chartered and Thomas Kikis and global co-head, corporate sales and head of markets, US and Americas, Standard Chartered The coming change in US administration will see a front-loaded agenda of policy change in 2025.

Trading 52

Trading Government Risk Management Investors 52